401(k) · DOL Form 5500 · 2022

Hma Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
952
Participants Near avg headcount
95th
Percentile by assets National rank
$184,824
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hma Group Holdings, LLC 401(k) Plan · Sponsored by Hma Group Holdings, LLC · Iowa · Finance & Insurance

$176M in assets, 952 participants

Hma Group Holdings, LLC's Hma Group Holdings, LLC 401(k) Plan reported $176M in total assets and 952 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,515 in Finance & Insurance (9,261 peers)

Where Hma Group Holdings, LLC 401(k) Plan sits by assets

Hma Group Holdings, LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $176M for 952 participants (~$184,824/participant), down 13.0% in 2022.

#8,515
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hma Group Holdings, LLC 401(k) Plan's outsized position by total assets

Hma Group Holdings, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$175,952,368 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hma Group Holdings, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hma Group Holdings, LLC 401(k) Plan sits mid-pack in the medium band (952 participants).

EBSA filing schedule strip

Filing strip 420985055 · Hma Group Holdings, LLC PY 2022 · 401(k)

Hma Group Holdings, LLC 401(k) Plan · $176M · 952 · 95th

  • IND $176M
  • IND 952
  • IND 95th
  • IND 401(k)
  • IND near Cantel Medical Retirement Savings Plan
  • IND ind #8515

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Iowa →

Hma Group Holdings, LLC 401(k) Plan in the asset neighbourhood

P.C. Richard & Son 401(k) Savings PlanP.C. Richard & Son 401(k) Sa…$176MMasimo Retirement Savings PlanMasimo Retirement Savings Pl…$176MCantel Medical Retirement Savings PlanCantel Medical Retirement Sa…$176MHma Group Holdings, LLC 401(k) PlanHma Group Holdings, LLC 401(…$176MMead & Hunt, Inc. 401(k) Savings PlanMead & Hunt, Inc. 401(k) Sav…$176M
End-of-year total assets ($M) among Hma Group Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$202M
Net Assets (End of Year)$176M
Net Income-$26M
Employer EIN420985055
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hma Group Holdings, LLC)

Sponsor-wide plan assets over time

All Hma Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$245M 39.4497083437945% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $176M $245M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 952 $176M
2023 1 1,020 $210M
2024 1 1,120 $245M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hma Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants Hma Group Holdings, LLC 401(k) Plan, Total assets ($B): 0.175952368 · Participants: 952Hma Group Holdings, LLC 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Hma Group Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Hma Group Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Hma Group Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Cantel Medical Retirement Savings Plan in MN ($176M); by covered participants it is Trilogy 401(k) Plan in FL (952 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($176M here).

Similar participant headcount

Nearest other-state filings by covered participants (952 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hma Group Holdings, LLC 401(k) Plan assets move in 2022? ▼
Hma Group Holdings, LLC 401(k) Plan pulled back noticeably - down 13.0% during 2022, from $202M to $176M. Reported net income was -$26M.
How have Hma Group Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hma Group Holdings, LLC's sponsor-wide assets grew 39.4%, from $176M to $245M.
Where does Hma Group Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Hma Group Holdings, LLC 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hma Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cantel Medical Retirement Savings Plan in MN ($176M, 2,571 participants).
Which 401(k) plans cover a similar participant headcount to Hma Group Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trilogy 401(k) Plan in FL (952 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420985055.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.